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Relationship Manager - Mutual Fund Sales<ol><li>Sound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management counters</li><li> </li><li>Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location</li><li> </li><li>Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with the respective RM/BM of the bank branch in the location handled</li><li> </li><li>Maintain discipline of daily call routines and tracking of the business meetings</li><li> </li><li>Adherence to AMC norms, values, integrity, passion for client service</li><li> </li><li>Product and process knowledge to influence WM channels to use AMC solutions to drive their business objectives Regularly keep updated on various functional initiatives</li><li> </li><li>High customer orientation with good communication &amp; influencing skill to interact with RMs / Cluster Heads of WM counters and other stakeholders</li><li> </li><li>Actively working towards implementing processes and ideas for increasing the volumes of channel partners handled</li><li> </li><li>Responsible for building relationships with RMs/ Cluster heads of PSU/Private/MNC Banks and sourcing business for AMC funds</li></ol>

<ol><li>Sound knowledge of markets and various financial products with ability to present Product briefing to MFDs and IFAs Handling sales through Multi channels </li><li>Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with new and the existing distributors in the respective location </li><li>Maintain discipline of daily call routines and tracking of the business meetings Product and process knowledge to understand how MFDs and WM channels use AMC solutions to drive their business objectives </li><li>Regularly keep updated on various functional initiatives High customer orientation with good communication &amp; influencing skill to interact with RMs / Cluster Heads of WM counters and other stakeholders.&nbsp;</li></ol>

Designation- Sr. Relationship ManagerChannel- Multi ChannelLocation- BarodaGrade- ManagerKey Responsibilities- 1. Sound knowledge of markets and various financial products with ability to present Product briefing to MFDs and Wealth Management channels2. Handling sales through Multi channels3. Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with new and the existing distributors in the respective location4. Maintain discipline of daily call routines and tracking of the business meetings5. Product and process knowledge to understand how MFDs and WM channels use companies solutions to drive their business objectives6. Regularly keep updated on various functional initiatives7. High customer orientation with good communication &amp; influencing skill to interact with RMs / Cluster Heads of WM counters and other stakeholders8. Adherence to company norms, values, integrity, passion for client service.

- Develop and implement strategy to achieve planned growth objectives for the IFAchannel.- Acquisition of New IFAs in the system for B2B sales, which needs to be a continuousand ongoing process.- Activate IFAs thought regular knowledge sessions to empower them to build sizableAUM.- Develop, execute, and manage retail strategy and tactical business plan, considering themarket opportunity/growth potential, competitor activity, existing capabilities, andrisk appetite.- Ensuring that there is consistent mobilization achieved for all the schemes of thecompany.- Assume full accountabilities for all aspects of sales in their respective channel.- Help in establishing and communicating a strong and vibrant brand.- Ensuring increase in Market share in the IFA channel business.- The primary responsibility of an RM is selling products at the location assigned and;exploring new areas in and around the identified location.- Focus on building relationships and strong stakeholder connect for generating sales.- Responsible for achieving Sales Targets,Sales patterns in the market.- Market &amp; industry analysis, Generating &amp; increasing sales.- Prospecting of customers through new client acquisition, networking, and businessreferences in an open market.- To penetrate all targeted key accounts and originate upselling opportunities.- Ensure adherence to sales processes and requirements.- Achievement of monthly, quarterly &amp; yearly business plan- Plan and carry out effective distributor engagement activities &amp; training programs on aperiodic basis.

Co- Asset ManagementLocation- Chandigarh &amp; Jaipur Designation- Relationship Manager- HNI SalesProduct- Mutual FundJob Role- Business Management and achieving the set target o Drive the business by targeting HNI Clients.o Build a strong connect with target audience for maximizing the mind share and market share.o Synergize with all relevant verticals for achieving the desired objective.o Work on customized solution by offering Combo products. Build strong Client Relationship o Maintain excellent relationship with existing clients and expansion of key clientso Ensuring high volume of business in the given location/segment to achieve the desired gross sales.o Develop and maintain key new client base. Compliance on all regulatory rules o Provide strategic support for service excellence and ensurecompliance on all regulatory and internal audit requirementso Ensure all SEBI/AMFI rules and regulations are strictly complied. Create a Strong mind Recall for AMC o Organize meetings with Fund manager/CEOs and Head of Sales.o Disseminates updates and other product related information in timely mannero Push for reference of their relatives and social circle.o Be the wealth one stop solution for investor for all investment related Needs.

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